You need to sign in to do that
Don't have an account?
Abby Stocker
FORMULA HELP!
We are trying to create a validation rule. We have one profile, "Service with Live Agent" that should not be able to change the record type of a case to "Purged Info" (They shouldnt be able to create a record of that record type either). This is the validation rule we have right now but it is throwing email to case errors on existing cases. Any ideas? Thank you!!
(ISNEW() || ISCHANGED(RecordTypeId)) && RunningUser.Profile.Name = 'Service With Live Agent' && RecordType.DeveloperName = 'Purged_Info'
(ISNEW() || ISCHANGED(RecordTypeId)) && RunningUser.Profile.Name = 'Service With Live Agent' && RecordType.DeveloperName = 'Purged_Info'
@(1) criteria are met on a newly created records, or when any one of (2) two fields are changed, but not when the (2) two fields are both zero. It works fine on edited records, but not for new records. On new records, the validation rule fires irrespective of whether the criteria are met
(1) AND(AND(RecordType.Name <> 'abc',
RecordType.Name <> 'def',
RecordType.Name <> 'gh',
RecordType.Name <> 'ijk',
RecordType.Name <> 'lmn') ,
Insured_Value_Accepted__c = False,
(OR(Insured_Value__c >= (RetailValue__c + ( RetailValue__c *10/100)),
Insured_Value__c <= (RetailValue__c - ( RetailValue__c *10/100))
)))
(2) Insured_Value__c & RetailValue__c
My validation rule:
IF(AND( Insured_Value__c = 0, RetailValue__c = 0),
False,
IF( OR(ISCHANGED(Insured_Value__c),ISCHANGED(RetailValue__c), ISNEW()) ,
IF(AND(AND(RecordType.Name <> 'abc',
RecordType.Name <> 'def',
RecordType.Name <> 'gh',
RecordType.Name <> 'ijk',
RecordType.Name <> 'lmn') ,
Insured_Value_Accepted__c = False,
(OR(Insured_Value__c >= (RetailValue__c + ( RetailValue__c *10/100)),
Insured_Value__c <= (RetailValue__c - ( RetailValue__c *10/100))
))), True, False) ,
false) )
Thank you...!